LFA

Laraway Financial Advisors Portfolio holdings

AUM $132M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
-$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$212K
2
+$22.6K
3
+$19.8K
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$9.5K
5
KO icon
Coca-Cola
KO
+$8.45K

Top Sells

1
+$596K
2
+$93.7K
3
+$86.8K
4
XEL icon
Xcel Energy
XEL
+$80.6K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$63.5K

Sector Composition

1 Technology 16.54%
2 Healthcare 8.63%
3 Communication Services 6.03%
4 Financials 5.45%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.61%
9,310
52
$579K 0.6%
2,185
53
$578K 0.6%
1,485
54
$575K 0.6%
2,500
55
$572K 0.6%
12,900
-600
56
$559K 0.58%
8,250
-165
57
$555K 0.58%
18,082
-1,000
58
$555K 0.58%
5,804
+14
59
$539K 0.56%
19,535
60
$518K 0.54%
3,573
61
$513K 0.53%
10,858
-196
62
$492K 0.51%
3,370
63
$475K 0.49%
8,485
+151
64
$473K 0.49%
19,773
65
$445K 0.46%
7,776
-1,409
66
$426K 0.44%
1,410
67
$411K 0.43%
11,574
68
$411K 0.43%
3,270
69
$404K 0.42%
7,019
-749
70
$375K 0.39%
1,958
71
$371K 0.39%
6,900
72
$369K 0.38%
5,035
73
$347K 0.36%
3,366
74
$338K 0.35%
3,900
75
$327K 0.34%
18,407
-297
1 2
3
4 5